Vadim Chernyak is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Hantz Financial Services since 2011. Hantz Financial Services serves a diverse client base including individual, pension, charitable, corporate, and business owner clients, offering financial planning, portfolio and wealth management primarily through ETF-based model portfolios across various risk levels. The firm integrates advisory and broker-dealer roles along with mortgage and insurance sales and leverages technology partnerships to support its investment approach.

Erina Dinkollari is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 14 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2012. Prior to and alongside her advisory role, she has been employed at Kmart Corporation since 2007. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm utilizes ETF-based model portfolios across multiple risk levels and incorporates third-party money managers and advanced technologies such as Direct Indexing and AI-assisted data aggregation in its investment approach.

David Wohlberg is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and previously worked at City Wide Facility Solutions, Dana Incorporated, Concordia University, and the University of Michigan. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an internal investment management team and access to third-party managers.

Marisa Main is a financial advisor with Principal Financial Services in Northville, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Principal Securities Inc. since 2016 and has worked at Principal Life Insurance Company since 2006. Outside of her advisory role, she serves as a JV tennis coach at St. Catherine of Siena Academy. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Wisniewski is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with one year of industry experience. His work history includes roles at United Wholesale Mortgage, Raymond James Financial, and Northwood University. Hantz Financial Services, Inc. serves a diverse range of clients including individuals, pension plans, charities, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios and third-party managers, combining advisory, brokerage, mortgage, and insurance services within an enterprise structure.

Robert Mazza is a financial advisor at Hantz Financial Services, Inc. in Canton, MI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Albion College and Bilco Tool. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charitable and corporate entities, and business owners. The firm focuses on ETF-based model portfolios combined with third-party money managers and employs various technology platforms for portfolio management and trade execution.

Kenneth Blanton is a financial advisor at NewEdge Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Merrill for 33 years before joining NewEdge Advisors in 2023. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support personalized investment solutions.

Kelly Murray is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 66 licenses and having 27 years of industry experience. Murray has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Anthony La Combe is a Series 65-licensed financial advisor with Hantz Financial Services, Inc., where he has worked since 2020. He has one year of industry experience and previous roles include positions at Royal Oak Schools and Oakland University. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities within an enterprise structure.

Anthony Moyle is a Series 66-licensed financial advisor with Valic Financial Advisors in Novi, MI, with four years of industry experience. He has worked at Valic Financial Advisors since 2021 and holds an insurance agent role with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers diversified investment management and financial planning services through a large network of advisors and employs discretionary unified managed accounts supported by centralized technology and model solutions.

Timothy James is a financial advisor at Hantz Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 22 years of industry experience, all with Hantz Financial Services since 2004. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and unified managed accounts, and integrates technology-driven solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Kevin Klein is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 65 designation with nine years of industry experience. He has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and automated tax-loss harvesting features.

Kathryn Morgan is a Series 65-licensed financial advisor at Hantz Financial Services, Inc. with one year of industry experience. Her prior roles include positions at EY LLP and KPM6 LLP. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and unified managed accounts, while integrating technology solutions such as automated tax-loss harvesting and AI-assisted data aggregation.

Matthew Casey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Mark Forsthoefel is a financial advisor based in Farmington Hills, MI, affiliated with Raymond James & Associates. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 25 years with Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide network of advisers.

Kerry Kerch is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012, following roles at PNC Wealth Management, LPL Financial, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG criteria within its eligible investment strategies.

Anthony Caruana is a financial advisor with Ameriprise in Northville, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nine years with Wunderlich Securities, Inc. Ameriprise provides a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Bryan Morgan is a financial advisor with Raymond James & Associates in Wyandotte, MI, holding a Series 66 designation and 14 years at Raymond James, including 5 years of industry experience. He serves as a board and committee member for First Step, a nonprofit organization, where he assists with event planning and fundraising and participates in finance committee duties. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Conrad Landis is a financial advisor at Wells Fargo Advisors in Canton, MI, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Colorado Financial Advisors, Charles Schwab & Co., Inc, and service in the U.S. Army National Guard as an infantryman. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services that cover a broad range of needs, including specialized areas such as business-owner transition and special-needs planning. Advisors provide tailored recommendations using firm research and planning tools, with clients choosing whether and how to implement them through brokerage or advisory programs.

Jeffrey Keessen is a financial advisor with LPL Financial in Belmont, MI, holding Series 63 and Series 66 registrations and 26 years of industry experience. He has been with LPL Financial since 2009. His other business activities include writing fixed annuity and life insurance products through various companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a large network of investment adviser representatives.